HomeSemiconductors

Semiconductors

Infineon’s GaN Patent Win Locks Down a Moat, but a 43x P/E and Wobbly Auto Markets Test Nerves

Analysis July 8, 2026

Nvidia Navigates a Perfect Storm of Denial, Margin Calls, and Custom Chip Threats

AI & Quantum Computing July 8, 2026

Micron Secures Ford and GM as Long-Term Chip Buyers, Even as a 21% Weekly Slide Rattles the Stock

Automotive & E-Mobility July 8, 2026

AMD’s Steep Slide Tests Investor Patience as Sector Contagion and AI Event Loom

Asian Markets July 7, 2026

SK Hynix’s $28 Billion Nasdaq Debut Arrives Amid a Domestic Sell-Off That Has Erased a Quarter of Its Value

AI & Quantum Computing July 7, 2026

ASML: Why a €520 Billion Customer Splurge Isn’t Enough to Lift the Stock

Analysis July 7, 2026

Nvidia Faces a Growth Puzzle: Soaring AI Spending Meets a Permanent China Setback

AI & Quantum Computing July 7, 2026

Sivers Semiconductors: A Trio of Capital Moves Met With a Storm of Selling

Analysis July 6, 2026

1...343536...128 Page 35 of 128